Position in WEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$122,694,793
-$3,712,849 QoQ
Shares Held
1,050,739
-3.8% QoQ
Ownership
0.322%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#45
of 1,386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CRAWFORD INVESTMENT COUNSEL INC holds $385,850,462 across 8 Utilities - Regulated Electric names. WEC ranks #2 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
967,797 | $132,404,307 | |
| 2 | WEC |
Wec Energy Group, Inc.
This page
|
1,050,739 | $122,694,793 | |
| 3 | DUK |
Duke Energy CORP
|
329,234 | $41,674,439 | |
| 4 | EVRG |
Evergy, Inc.
|
391,676 | $33,852,556 | |
| 5 | D |
Dominion Energy, Inc
|
410,500 | $28,033,045 | |
| 6 | SO |
Southern Co
|
262,546 | $25,128,277 | |
| 7 | NEE |
Nextera Energy Inc
|
19,455 | $1,707,565 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,380 | $355,480 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,694,793 | 1,050,739 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $126,407,642 | 1,091,886 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $114,941,064 | 1,089,902 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $126,148,922 | 1,100,872 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $113,995,946 | 1,094,011 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $122,492,321 | 1,123,989 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $108,305,962 | 1,151,701 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $112,503,188 | 1,169,715 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $88,359,298 | 1,126,170 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $91,159,359 | 1,110,075 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $68,402,181 | 812,667 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,632,673 | 305,806 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $26,282,460 | 297,852 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $27,584,648 | 291,008 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,372,712 | 121,296 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,471,812 | 128,277 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,494,113 | 134,083 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,300,078 | 143,273 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,805,004 | 142,217 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $12,319,246 | 139,674 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,520,003 | 129,511 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,108,571 | 118,694 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $16,995,640 | 184,675 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $12,358,335 | 127,537 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $7,099,825 | 81,002 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,412,173 | 84,105 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||